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Team Management

Learn how to set up and manage your organization's ESG team in EXO.G.

Accessing Team Management​

  1. From your dashboard, navigate to the side menu and locate the Users & Teams section.

Creating Teams​

  1. Go to Team Management > Teams
  2. Click Create New Team
  3. Define your team structure:
    • Team name
    • Description
    • Team leader
    • Members
Create Team

Inviting Team Members​

  1. Click Invite New Member
  2. Enter the member's email address
  3. Assign appropriate roles for collaboration on ESG reports
  4. Click Send Invitation
Invite Members

Understanding User Roles​

EXO.G recommends different user roles to manage access and responsibilities:

  • Admin: Full system access and user management
  • Manager: Can create and edit reports, manage team members
  • Editor: Can input data and edit reports
  • Viewer: Can view reports and data
  • External Reviewer: Limited access for external stakeholders
  • Auditor: Specialized access for audit purposes

Best Practices​

  • Assign clear roles based on expertise
  • Maintain proper access control
  • Regular review of user permissions
  • Document team structure
  • Enable two-factor authentication

Collaboration Features​

  • Task Assignment: Delegate specific ESG tasks
  • Progress Tracking: Monitor completion status
  • Internal Chat: Communicate within the platform
  • Notification Settings: Configure alert preferences

Need to adjust team settings? Contact your system administrator or reach out to our support team at support@exo-team.com.

Next step: Step 4 – Data Input.